Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Catalyst Capital Advisors LLC | $13.2M |
| 2 | Millburn Ridgefield LLC /DE/ | $13.2M |
| 3 | Whitcomb & Hess, Inc. | $13.1M |
| 4 | Avior Wealth Management, LLC | $6.2M |
| 5 | Monument Capital Management | $4.8M |
| 6 | BENJAMIN EDWARDS INC | $3.2M |
| 7 | Y-Intercept (Hong Kong) Ltd | $537.6K |
| 8 | Cobblestone Asset Management LLC | $504.5K |
| 9 | SHAYNE & JACOBS, LLC | $491.7K |
| 10 | BFI Infinity Ltd. | $363.8K |
| 11 | Cyndeo Wealth Partners, LLC | $349.7K |
| 12 | GHP Investment Advisors, Inc. | $259.5K |
| 13 | Tradewinds Capital Management, LLC | $258.4K |
| 14 | Sunpointe, LLC | $245.1K |
| 15 | IFP Advisors, Inc | $191.1K |
| 16 | AlphaCentric Advisors LLC | $156.5K |
| 17 | CoreCap Advisors, LLC | $73.2K |
| 18 | EverSource Wealth Advisors, LLC | $66.0K |
| 19 | Farther Finance Advisors, LLC | $22.9K |
| 20 | Founders Capital Management | $1.7K |
| 21 | Mosley Wealth Management | $1.7K |
| 22 | CX Institutional | $23 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$1.6M | |
| 3 | +$1.4M | |
| 4 | +$694.7K | |
| 5 | +$504.5K | |
| 6 | +$332.0K | |
| 7 | +$42.1K | |
| 8 | +$31.1K | |
| 9 | +$26.8K | |
| 10 | +$25.6K | |
| 11 | +$22.2K | |
| 12 | +$15.9K | |
| 13 | +$2.9K | |
| 14 | +$1.7K | |
| 15 | +$142 | |
| 16 | +$2 | |
| 17 | -$40.1K | |
| 18 | -$70.5K | |
| 19 | -$91.6K | |
| 20 | -$96.4K | |
| 21 | -$297.2K | |
| 22 | -$417.8K | |
| 23 | -$818.5K | |
| 24 | -$2.5M | |
| 25 | -$5.3M | |
| 26 | -$36.4M |